CIAS
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CBIZ Investment Advisory Services’s WSFS Financial WSFS Stock Holding History

CBIZ Investment Advisory Services’s Portfolio WSFS Stock Details WSFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.07K Hold
16
– – ﹤0.01% 384
2025
Q4 		$901 Buy
+16
New +$876 ﹤0.01% 718
2025
Q3 		– Sell
-289
Closed -$15.9K – 792
2025
Q2 		$15.9K Buy
289
+181
+168% +$9.4K ﹤0.01% 292
2025
Q1 		$5.6K Hold
108
– – ﹤0.01% 387
2024
Q4 		$5.72K Buy
108
+1
+0.9% +$54 ﹤0.01% 314
2024
Q3 		$5.48K Sell
107
-16
-13% -$829 ﹤0.01% 296
2024
Q2 		$5.79K Hold
123
– – ﹤0.01% 287
2024
Q1 		$5.54K Buy
+123
New +$5.35K ﹤0.01% 281

Other funds holding WSFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CBIZ Investment Advisory Services's WSFS Position: Q1 2026 in Review

CBIZ Investment Advisory Services held its WSFS Financial (WSFS) position steady in Q1 2026 at 16 shares worth $1.07K. The position accounts for ﹤0.01% of the portfolio, ranked #384.

CBIZ Investment Advisory Services first reported a position in WSFS in Q1 2024 and has held it in 8 quarters since. The position peaked at $15.9K in Q2 2025. 329 funds tracked by Wall St. Rank hold WSFS as of Q1 2026.

  • CBIZ Investment Advisory Services held 16 shares of WSFS Financial worth $1.07K as of Q1 2026.
  • CBIZ Investment Advisory Services left its WSFS Financial share count unchanged in Q1 2026.
  • WSFS Financial made up ﹤0.01% of CBIZ Investment Advisory Services's portfolio in Q1 2026, its #384 holding.
  • CBIZ Investment Advisory Services first reported a position in WSFS Financial in Q1 2024 and has held it in 8 quarters since.
  • CBIZ Investment Advisory Services's WSFS Financial position peaked at $15.9K in Q2 2025.
  • 329 funds tracked by Wall St. Rank held WSFS Financial as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.